-87.2%
MSTU vs UUUU
-55.1%
-32.0%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -0.8% | +11.2% | +10.9% |
| 7D | -4.8% | -14.4% | +9.6% | +7.0% |
| 30D | -29.6% | -33.6% | +4.1% | -4.2% |
| 3M | +69.4% | -44.2% | +113.6% | +159.9% |
| 6M | -62.2% | -66.8% | +4.5% | -19.5% |
| YTD | -61.1% | -50.6% | -10.4% | -39.0% |
| 1Y | -87.2% | -57.8% | -29.4% | -77.8% |
| All | -87.2% | -55.1% | -32.0% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling